13F Insight
DOSSIER · 13F Holders · Q3 2026
XTEN

BONDBLOXX ETF TRUST

200 institutions still hold BONDBLOXX ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C812·200 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$784M
visible holders
Holders
200
filers reporting
Concentration
23.01%
Prime Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

200 institutions reported XTEN in Q3 2026. Prime Capital Investment Advisors, LLC leads at 23.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Prime Capital Investment Advisors, LLC
CIK 0001731446
$180M4.3M1.77%Q3 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$117M2.6M0.03%Q2 202603
FIFTH THIRD BANCORP
CIK 0000035527
$102M2.2M0.17%Q2 202604
OneDigital Investment Advisors LLC
CIK 0001690370
$78M1.7M0.66%Q2 202605
Gradient Investments LLC
CIK 0001542265
$70M1.7M1.00%Q3 202606
JPMORGAN CHASE & CO
CIK 0000019617
$57M1.2M0.00%Q2 202607
Austin Private Wealth, LLC
CIK 0001800328
$23M500K1.72%Q4 202508
Virtue Capital Management, LLC
CIK 0001729985
$21M471K2.87%Q2 202609
Arax Advisory Partners
CIK 0001586767
$20M436K0.13%Q2 202610
Cerity Partners LLC
CIK 0001566475
$16M361K0.02%Q2 202611
Horst & Graben Wealth Management LLC
CIK 0001818207
$14M318K1.90%Q2 202612
Heck Capital Advisors, LLC
CIK 0002046227
$11M263K0.61%Q3 202613
One Wealth Advisors, LLC
CIK 0001725297
$10M224K1.13%Q2 202614
Mattson Financial Services, LLC
CIK 0002034595
$10M220K2.07%Q2 202615
Cetera Investment Advisers
CIK 0001666741
$10M213K0.01%Q2 202616
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$10M211K0.09%Q2 202617
Janney Montgomery Scott LLC
CIK 0001329948
$9M199K0.02%Q1 202618
AE Wealth Management LLC
CIK 0001697723
$9M196K0.04%Q2 202619
PARK AVENUE SECURITIES LLC
CIK 0001071640
$9M186K0.07%Q1 202620
Brown Financial Advisors
CIK 0002035548
$6M134K2.14%Q2 2026
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